Accessing Documents

After generating documents, you can access them through HubSpot contact records or the Files manager.

From HubSpot Records

1. Open the HubSpot record (contact, company, deal, or ticket) for which the document was generated.
2. In the property search bar, find the file property you selected during template setup.
3. Click the link to preview/download the generated document.
4. If the template is set to append files, the property may contain multiple URLs separated by semicolons; the last one is the newest.

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The contact record screen shows:
- The property search bar with the file property name entered
- The file property displaying a clickable document URL
- The document link leading to the generated PDF
- Property value timestamp showing when it was generated

From HubSpot Files Manager

For a comprehensive view of all generated documents stored in HubSpot:

1. Navigate to Marketing → Files in the HubSpot menu
2. Locate the PDF CreateMate folder
3. Browse or search for specific documents
4. Download individual documents as needed

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The HubSpot navigation menu displays:
- The main menu expanded
- "Files" option under Marketing or Library section
- Navigation path to access all stored files

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The HubSpot file manager shows:
- A list/grid of generated PDF documents
- File names, sizes, and upload dates
- PDF CreateMate folder organization
- Download and preview options for each file

Using Document Links

The document URL stored in the file property can be used for:

• Marketing emails: Include download links in campaigns
• Workflows: Share documents automatically via email
• Sales outreach: Send personalized documents to prospects
• Customer portals: Embed links for self-service access